DocumentationBrowse our documentation to learn how to use Swivl effectively.Getting StartedHow Swivl Organizes Work: Jobs, Tasks, Estimates & InvoicesInstalling the Swivl Widgets on Your WordPress SiteWelcome to SwivlSigning up for SwivlYour first day as a Super AdminYour first day as an AdminYour first day as a Lead TechnicianYour First Day as a TechnicianPlatform Layout and NavigationMapGlobal Map OverviewEstimateCreate and Manage EstimatesHow to Send an Estimate to a Customer ?DashboardReading Your DashboardAI EstimateCreating an Estimate with AI EstimatorReviewing and Refining an AI-Generated EstimateConverting an AI-Generated Estimate to a Formal EstimateAI Estimator Rules: Customise How Max Builds EstimatesAI Estimator accuracy tips and best practicesLeadsLeads overviewCreating a lead manuallyAssigning leads to team membersConverting a Lead to a Customer or JobTracking Lead SourcesCustomersImporting CustomersCustomers overviewAdding a Customer AccountEditing Customer DetailsAssigning Account Managers and Sales ManagersViewing Customer History (Read-Only)FinancePayments overviewConverting an Estimate to an InvoiceCreating an InvoiceSending and Resending InvoicesRecording a PaymentCreate an Invoice from a JobCreating an Estimate from a jobSubcontractorsSubcontractors overviewAdding a New SubcontractorAssigning a subcontractor to a TaskWork OrderJobs overviewEditing Job DetailsAssigning Technicians and Lead Techs to a JobUpdating job statusUploading and Managing MediaAdding Notes to a JobClosing and Reopening a JobHow to view your assigned jobsTask Scheduler Overview: Calendar and List View How to Create a TaskScheduling a Task on the CalendarDrag-and-Drop ReassignmentRecurring JobsCalendar ViewsSwivl MaxGetting Help with Swivl MAXUpgrading to Swivl MAX featuresSwivl MAX overviewAI ReceptionistGetting Started with AI ReceptionistSetting Operating Hours and Call RoutingAI Receptionist Call LogsAI Receptionist: Credits, Usage and BillingMessage CenterMessage Center OverviewPricebookPricebook OverviewInventorySuppliers overviewAdding a Supplier (vendor)Linking suppliers to materialsAssets overviewAdding a ToolAdding a VehicleAssigning Assets to JobsMaterials Overview and AI Extract Adding a material to inventoryLinking materials to suppliersReportsSales Commission OverviewTime reports overviewGPS Reports Overview: Track Technician Activity and HoursViewing technician live locationsGPS Tracking Rules: Flags, Rules and Zone ChecksGPS Tracking: How Your Data is HandledJob reports overviewMarketingSwivl Connect OverviewGetting Started with MAX AdsWebsite Analytics: Track Your Website PerformanceSEO Optimisation for Your WebsiteWebsite Chatbot: Engage Visitors Around the ClockInstant Quote: Let Customers Get an Estimate InstantlyAI Website BuilderMeta Ads Account SetupGoogle Ads Account SetupOnline Scheduler: Online Booking for Your WebsiteConnecting a Custom DomainReviews & Ratings OverviewMarketplaceMarketplace OverviewBilling & UsageUnderstanding Swivl PlansUpgrading or Changing Your PlanManaging Add-On FeaturesSettingsTags & Service Areas OverviewEditing Your ProfileEditing your company profileIntegrations OverviewConnecting QuickBooks OnlineUsers & Roles OverviewInviting a New UserThe Four Built-In Roles ExplainedCreating a Custom RoleDeactivating or Removing a UserCommunication settings overviewHow Swivl Organizes Work: Jobs, Tasks, Estimates & InvoicesNext Page
